SOUTHWEST CENTER FOR HIVAIDS INC (EIN 860695862) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

JESSYCA LEACH

Phone

6023075330

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST CENTER FOR HIVAIDS INC, founded in 1990, is a mid-sized nonprofit in the Health Care sector that reported $13.7M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

TO SERVE INDIVIDUALS TOUCHED BY HIV/AIDS THROUGH PREVENTION, EDUCATION, CLIENT-CENTERED SERVICES AND COORDINATED CARE IN COLLABORATION WITH COMMUNITY PARTNERS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,603,578

Program Service Revenue $8,409,415

Investment Income $41

Other Revenue $647,724

TOTAL REVENUE $13,660,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,650,023

Fundraising Expenses $559,424

Program Expenses $10,490,070

Other Expenses $7,906,913

TOTAL EXPENSES $13,556,936

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,660,758	$11,488,106	+0.2%
Expenses	$13,556,936	$10,905,161	+0.2%
Net Income	$103,822	$582,945	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$366,237

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA SCHEMBS	CHAIR	2.00	Officer Director	$0	$0	$0
JEFF RYEL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARA DE LUCA FUNKE MPH	TREASURER	2.00	Officer Director	$0	$0	$0
GEORGE CHILDS	SECRETARY	2.00	Officer Director	$0	$0	$0
BARB HUGHETT	DIRECTOR	2.00	Director	$0	$0	$0
JERRY DIAZ	DIRECTOR	2.00	Director	$0	$0	$0
JAMES MARTINEZ	DIRECTOR	2.00	Director	$0	$0	$0
RJ SHANNON	DIRECTOR	2.00	Director	$0	$0	$0
ASHLEY OLSON	DIRECTOR	2.00	Director	$0	$0	$0
ABRAN VILLEGAS	DIRECTOR	2.00	Director	$0	$0	$0
MIKE MADDEN	DIRECTOR	2.00	Director	$0	$0	$0
TABITHA FISCHER	DIRECTOR	2.00	Director	$0	$0	$0
TRUDIE JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL PACKARD	DIRECTOR	2.00	Director	$0	$0	$0
JUAN MANUEL PERDROZA REYES	DIRECTOR	2.00	Director	$0	$0	$0
JESSYCA LEACH	EXECUTIVE DIRECTOR	40.00	Officer	$167,424	$33,264	$200,688
ROSALIE JOHNSON	CFO	40.00	Officer	$146,395	$19,154	$165,549
CASEY SIMON	SR. DIR. CLINIC OPERATIONS	40.00	Highest	$154,747	$19,468	$174,215
TAYLOR PIONTEK	DIR. OF CLINICAL SERVICES	40.00	Highest	$136,504	$10,850	$147,354
LEANNE MUNIZ	LEAD FAMILY NURSE PRACTITIONER	40.00	Highest	$111,167	$29,621	$140,788
MILLICENT LARA	DIRECTOR OF FACILITIES	40.00	Highest	$111,774	$16,548	$128,322
IRIS AVILA	DIRECTOR OF MARKETING	40.00	Highest	$103,412	$4,280	$107,692

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$13,660,758	$13,556,936	$7,551,066	$103,822
2022	$11,488,106	$10,905,161	$7,123,102	$582,945
2021	$8,911,726	$8,367,360	$6,283,391	$544,366
2020	$6,297,862	$5,717,645	$6,069,476	$580,217
2019	$3,687,225	$3,846,487	$5,151,623	$-159,262
2018	$3,647,384	$3,983,268	$5,351,156	$-335,884

SOUTHWEST CENTER FOR HIVAIDS INC